Custom quoteAI Business Automation
Automate repetitive finance, reporting and operations work.
Map recurring manual work, design a practical automation plan and build reliable workflows around your existing team process.
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Assistants, automations and media built for business
From finance copilots and cash flow visibility to knowledge systems, client experiences and AI avatar videos, choose the capability that makes your work clearer and more effective.
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Project basedAI MIS and Dashboard Automation
Management reports, KPI dashboards and recurring analytics.
Convert Excel-heavy reporting into cleaner dashboards and scheduled decision reports for owners and management teams.
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Project basedAI Document Automation
Summaries, extraction, checklists and document workflows.
Use AI-assisted workflows to organise client documents, prepare summaries, extract data and reduce review time.
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Custom quoteAI Chatbot and Knowledge Base
Controlled assistants for approved business knowledge.
Build internal or customer-facing assistants for FAQs, SOPs, service guidance and support, with clear escalation paths.
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Retainer / projectAI Client Portal Setup
Secure client delivery for files, status and communication.
Give clients a structured dashboard for assigned services, documents, media, requirements and delivery updates.
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Monthly retainerVirtual CFO + AI Advisory Retainer
Ongoing finance advisory combined with AI implementation.
A monthly advisory model for businesses that want better financial control, automation and decision support.
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Custom quoteAI Financial Assistant and Finance Copilot
An AI assistant for finance questions, review checklists and recurring finance work.
Create a controlled finance copilot that helps teams find information, prepare review notes, answer recurring questions and keep human approval at the centre.
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Project basedAI Cash Flow and Forecasting Assistant
Improve cash visibility with assisted forecasting and scenario review.
Bring together receivables, payables, budgets and business assumptions to support cash flow forecasts, scenario comparisons and management actions.
View service detailsProject basedAI Financial Analysis and CMA Reporting Assistant
Speed up financial analysis, CMA preparation and management reporting.
Use structured AI assistance to organise financial inputs, identify movements, prepare working notes and support review-ready CMA and management reporting workflows.
View service detailsProject basedAI OCR and Data Extraction
Extract useful data from invoices, statements and business documents.
Design a reviewable intake workflow for scanning, extracting, validating and routing information from document-heavy processes.
View service detailsCustom quoteAI Email, Task and Follow-up Automation
Turn recurring messages and follow-ups into trackable work.
Reduce missed actions by classifying incoming requests, creating tasks, drafting replies and routing approvals through a practical operating workflow.
View service detailsProject basedAI Compliance Calendar Assistant
Keep recurring compliance responsibilities visible and organised.
Create reminder, requirement and evidence workflows that help teams track due dates, ownership and supporting documents with human review.
View service detailsCustom quoteAI Internal SOP and Knowledge Copilot
Make approved procedures easier for teams to find and follow.
Convert SOPs, checklists, policies and working notes into a controlled internal assistant with source ownership, escalation and review routines.
View service detailsProject basedAI Client Communication Assistant
Improve consistency across client updates, reminders and service communication.
Build reusable communication workflows for status updates, requirement reminders, meeting summaries and first-draft responses that remain easy for the team to review.
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Fixed-scope sprintAI Readiness and Use-Case Discovery
Find the right first AI opportunity for your business.
Assess processes, data, controls and team readiness, then produce a prioritised roadmap with practical use cases, expected effort and next steps.
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Workshop / projectAI Governance, Policy and Team Training
Adopt AI with clear boundaries, ownership and team confidence.
Develop practical AI usage guidelines, review controls, data handling principles and role-based training for responsible day-to-day adoption.
View service detailsProject basedAI Content and Copy Systems
Create repeatable content workflows for business communication.
Set up brand-aware systems for website copy, newsletters, social content, service explainers and campaign drafts with clear review checkpoints.
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Project basedAI Presentation and Proposal Studio
Produce sharper proposals, decks and decision documents faster.
Build a repeatable workflow for proposals, pitch decks, board updates and executive documents using approved data, messaging and visual standards.
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Project basedAI Avatar Video and Digital Presenter
Create professional AI avatar videos for explainers, onboarding and communication.
Plan scripts, visual direction, voice and avatar-led videos for service introductions, training, client education and internal communication with approval before publishing.
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Project basedAI Video, Voice and Training Content
Turn knowledge into practical video, voice and learning assets.
Develop narrated explainers, micro-learning modules, voiceovers and training content from approved material for teams, clients and business communication.
View service detailsHow we begin
Start with the process, not the tool
We first understand the recurring work, decisions, controls and data already in place. Then we prioritise the smallest useful step.
Map the workInputs, handoffs, review points and recurring friction.
Choose the opportunityTime saved, visibility gained and risk reduced.
Build for adoptionClear ownership, testing and handover for your team.